Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.
Author Archives: Alex Sebastian
ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated.
Neuberger Berman names multi-asset strategies head
Maya Bhandari was formerly global head of multi-asset at BNP Paribas Asset Management.
Robeco multi-asset team lifts European equities allocation
In contrast, US equities valuations are ‘eye-wateringly high’.
